Give with Purpose. Create a legacy that lasts.
Your generosity is personal. And as your giving grows, it can become more complex.
Locke Step Partners guides individuals and families through significant gifts, family philanthropy, private foundations, and multigenerational giving. Together, we’ll bring greater purpose, clarity, and structure to your giving.
When Giving Gets More Complex
Generosity can raise questions that go far beyond where to give.
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How do we involve our children or grandchildren?
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How should our family make decisions together?
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What do we want our giving to accomplish?
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How do we create a legacy that reflects our values?
We create a welcoming, neutral space to navigate these conversations, understand different perspectives, and create a shared vision for giving.
The result: greater clarity, confident decisions, and a legacy that reflects your values and creates lasting impact.
Specialized Training You Can Trust
Danielle M. Locke, MPA, CAP® is a Chartered Advisor in Philanthropy and a 21/64 Certified Philanthropic Advisor, with specialized training in values-based and multigenerational philanthropy.
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Danielle is one of only 10 certified 21/64 advisors in Ohio and eight in Florida.
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With 25+ years of experience and more than $50 million raised, Danielle brings a unique perspective from both sides of generosity—helping people turn charitable intentions into meaningful impact.
The Legacy Conversation
A facilitated conversation to explore the values, experiences, charitable interests, and aspirations shaping your generosity.
The Giving Blueprint
Create a clear framework for thoughtful, confident giving—grounded in your values, priorities, and vision for impact.
Your Blueprint can include:
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Mission & priorities
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Grantmaking guidelines
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Family governance & decision-making
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Next-gen. engagement
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DAF or foundation strategy
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Annual giving plan
Private Foundation Advisory
Whether establishing a new foundation or strengthening an existing one, we’ll work alongside your trusted advisors to bring your philanthropic vision to life.​We’ll guide you through:
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Mission, values & priorities
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Governance & decision-making
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Grantmaking policies & processes
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Due diligence & evaluation
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Board and next-generation engagement
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Grantmaking systems & launch strategy
Philanthropic Partnership
We serve as an extension of your advisory team, providing ongoing expertise for complex charitable decisions.​ We can support:
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Grantmaking strategy
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Grant seeker due diligence
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Funding recommendations
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Family and board meetings
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Next-gen. engagement
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Impact review & strategy
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Coordination with advisors